Tiedemann Advisors’s Entergy ETR Stock Holding History

Tiedemann Advisors’s Portfolio ETR Stock Details ETR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-11,092	Closed	-$426K	–	379
2017 Q2	$426K	Buy	11,092 +5,758	+108%	+$223K	0.03%	344
2017 Q1	$203K	Buy	+5,334	New	+$195K	0.02%	370

Other funds holding ETR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Tiedemann Advisors's ETR Position: Q3 2017 in Review

Tiedemann Advisors sold out of Entergy (ETR) in Q3 2017, closing a stake of 11,092 shares — an estimated $426K sold.

Tiedemann Advisors first reported a position in ETR in Q1 2017 and held it in 2 quarters. The position peaked at $426K in Q2 2017. 568 funds tracked by Wall St. Rank hold ETR as of Q3 2017.

Tiedemann Advisors reported no remaining Entergy position as of Q3 2017 after selling out during the quarter.
Tiedemann Advisors sold 11,092 Entergy shares in Q3 2017, an estimated $426K.
Tiedemann Advisors first reported a position in Entergy in Q1 2017 and held it in 2 quarters.
Tiedemann Advisors's Entergy position peaked at $426K in Q2 2017.
568 funds tracked by Wall St. Rank held Entergy as of Q3 2017.

Based on Tiedemann Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.